DELL
Dell Technologies Inc. · Technology · Computer Hardware
Señales de momentum (gestores comparables):
amplitud de titulares -5.9% ·
flujo de acciones -29.1% ·
nuevas posiciones netas -6.2%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 596.40K | $309.78M | n/a | −1 |
| Q2 2026 | 173 | +5 | 184.11M | $79.06B | +9 | −5 |
| Q1 2026 | 172 | +4 | 195.56M | $32.07B | +7 | −4 |
| Q4 2025 | 167 | +3 | 213.91M | $26.92B | +4 | n/a |
| Q3 2025 | 21 | -1 | 114.04M | $16.16B | +1 | −3 |
| Q2 2025 | 20 | +1 | 88.26M | $10.82B | +2 | −1 |
| Q1 2025 | 16 | -1 | 28.59M | $2.60B | +2 | −3 |
| Q4 2024 | 17 | +1 | 40.33M | $4.65B | +1 | n/a |
| Q3 2024 | 15 | -6 | 29.08M | $3.44B | +1 | −7 |
| Q2 2024 | 21 | n/a | 39.55M | $5.45B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 13.81M | +1.2% | $1.26B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 7.23M | +5.3% | $657.69M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (pasivo) | 3.61M | -8.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 922.62K | +497.0% | $84.10M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 707.08K | Nuevo | $64.45M | 0.1% | New | 1 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 583.57K | +5.4% | $53.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | PRIMECAP Management ✦ | 404.63K | -1.6% | $36.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Millennium Management ✦ | 309.46K | -14.1% | $28.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 196.69K | +1.4% | $17.93M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 194.70K | -14.2% | $17.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 188.62K | -45.4% | $16.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 12 | D. E. Shaw & Co. ✦ | 175.06K | -38.0% | $15.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 159.79K | Nuevo | $14.57M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 61.36K | -17.5% | $5.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 15 | Dodge & Cox ✦ | 24.35K | -3.6% | $2.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | GAMCO Investors ✦ | 5.13K | -27.5% | $467,600 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Renaissance Technologies | $64.45M | 0.1% |
| Two Sigma Investments | $14.57M | 0.0% |
Posición cerrada
| Capital World Investors | $1.44B | era 0.2% |
| Coatue Management | $88.49M | era 0.3% |
| Fisher Asset Management | $685,207 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,622 tenedores, 243.79M acciones, $38.10B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director, 10% owner · 2.02K acc. · $1.18M
Director, 10% owner · 2.38K acc. · $1.37M
Director, 10% owner · 5.61K acc. · $3.23M
Director, 10% owner · 1.32K acc. · $764,347
Director, 10% owner · 2.51K acc. · $1.47M
Director, 10% owner · 3.23K acc. · $1.89M
Director, 10% owner · 1.80K acc. · $1.06M
Director, 10% owner · 54 acc. · $31,406
Director, 10% owner · 112 acc. · $65,580
Director, 10% owner · 115 acc. · $66,173
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
4.9% de clase · Ver presentación original ante la SEC ↗
5.2% de clase · Ver presentación original ante la SEC ↗